Instantly analyze and share your grants progress with members of your organization by downloading Instrumentl reports!
There are six types of reports currently available: Opportunities, Awards, Financials, Tasks, Contacts, and Funders.
Opportunity Report
Quickly download a PDF or a CSV/Excel file including all of the Funding Opportunity data in your Tracker.
Click Reports from your Tracker view.
2. Click Create Report under ‘Opportunities’.
3. Choose the Projects, Statuses and Date Range for your report. You’ll also have the option to include grants you've hidden from your Matches - this allows you to display the grants you've already reviewed and deemed bad fits.
4. Click the Create report button.
5. Select whether you’d like to download your report as a PDF or CSV/Excel file.
The PDF Opportunity Report will be ordered by fiscal year and include the following fields: Funder name, Funding Opportunity name, Deadline, Status, Amount, Next Task, and Notes.
The CSV/Excel version will include all fields from your tracker, including any Custom Fields! You can then filter, sort, and further analyze your grants data.
Please note: Opportunity Reports only show the very next upcoming task for that opportunity. If you’d like to see all upcoming Tasks, continue reading to learn how to pull a Task Report!
Awards Report
Want to see all of your awarded grants in one concise report? You can do so with the Awards Report! This report is exclusive to the Standard and Professional Plans.
When on the Tracker view, navigate to the ‘Reports’ button near the top right.
Select ‘Create Report’ for the Awards Report. You’ll then be prompted to select Projects, Statuses, Owner, and Date Range. Once finished, click ‘Create report’ > ‘Download CSV / Excel’.
Then, a CSV / Excel file will download with all of your awarded grant information. This includes columns such as: Year, Project, Funder Name, Opportunity Name, Owner, Grant Period Dates, Status, Amount Awarded, Next Report Description and Deadline, Notes, Contact Information, etc.
Financials Report
Generate a Financials Report for your organization to review. This report is exclusive to the Professional Plan.
When on the Financials tab of an award, click on the Download Report button.
When on the Tracker view, navigate to the ‘Reports’ button near the top right.
Select ‘Create Report’ for the Financials Report. You’ll then be prompted to select the Award that you'd like to generate a report for.
Once finished, click ‘Create report’ > ‘Download CSV / Excel’.
A CSV / Excel file will then download with all of your awarded grant information. This includes information such as: Award Amount, Amount Spent, Amount Remaining, Expense Categories, Payments, etc.
Task Report
Stay up to date on your grants’ action items and check in on your team's progress by downloading a Task Report!
Click Reports from your Tracker view.
2. Click Create Report under ‘Tasks’.
3. Select the Projects for which you’d like to see Tasks.
4. Click the Create Report button.
5. Select Download CSV/Excel.
The CSV/Excel file will populate all Tasks and their details for the associated projects.
This will include the fields: Year, Project, Funder name, Funding Opportunity name, Task type, Task Description, Due Date, Assignee, Collaborators, and Status.
Please note: the Task Report will download all Tasks for the Projects you selected, regardless of due date.
If you want to customize this Task report further, you can do so directly in Excel!
For example, you can use the Excel's filtering options to filter the report by Assignee or Task type. For more information on filtering, you can review this Excel article.
Contact Report
Download a Contact Report as a CSV/Excel file to quickly see the information associated with each funder contact you've created in your Instrumentl account.
Click Reports from your Tracker view.
2. Click Create Report under ‘Contacts’.
3. Select the Projects for which you’d like to see contacts.
4. Click the Create report button.
5. Select Download CSV/Excel.
The CSV/Excel file will populate fields such as: Funder Name, Contact First Name, Contact Last Name, Role, Email Address, Phone Number, and Contact Notes.
Funder Report
Instantly download a Funder Report to gather key information on the funders saved to your Tracker in a CSV/Excel file.
Click Reports from your Tracker view.
2. Click Create Report under ‘Funders’.
3. Select the Projects for which you’d like to see funders.
4. Click the Create report button.
5. Click Download CSV/Excel.
The CSV/Excel file will populate fields such as: Funder Name, Funder Type, Number of Saved Opportunities, Total Amount Requesting, Total Assets, Total Giving, Average Grant Amount, Median Grant Amount, EIN, Address, Phone Number, Website, Numbers of Points of Contact, and Funder Notes.
If you have any questions about Instrumentl reports, feel free to send us a message using the chat bubble, or email our Support Team at hello@instrumentl.com :)